1. SHWETA TANEJA
No. 2A, 4th
Cross, 2nd
Main, Dinnur, R T Nagar, Bangalore – 560 032
shweta1209@gmail.com | +91 98861 01980
SUMMARY 14+ years of experience in operations, process management, and compliance, sales - trade, payments and cash
management, team & client relationship management in the banking sector. Adept at administration & operations, team
& vendor management, business development & strategy as well as training & development. Exposure in ensuring
customer delight based on business excellence and service delivery. Expertise in turning around businesses towards
profitability & sustenance through perseverance & tenacity. Capitalize on liaison, innovation and foresightedness to
contribute significantly to bottom and top-line of organizations.
EXPERIENCE
Since July 2006 The Hongkong and Shanghai Banking Corporaton Limited (HSBC) - Bangalore
HSBC's origins in India date back to 1853, where it offers a comprehensive suite of world-class products and services to
its corporate and commercial banking clients as also to a fast growing personal banking customer base.
Since Jul 15 Vice President – Global Liquidity and Cash Management (Karnataka and Hyderabad)
Jul 13 – Jun 15 Vice President – Portfolio, Business Banking
Jan 12 – Jun 13 Associate Vice President – Portfolio, Business Banking
Team Size – 4
Apr 10 – Dec 11 Manager – Portfolio, Small & Medium Enterprises/Commercial Banking
Jul 07 – Mar 10 Assistant Manager – Portfolio, Small & Medium Enterprises/Commercial Banking
Jul 06 – Jun 07 Area Credit Officer
Role as VP – GLCM Payments and Cash Management, presently known as Global Liquidity and Cash Management.
Product Support
 To be recognized as a sole product support for Global Liquidity and Cash Management, to drive the team to
generate revenue of INR 30 Cr and liability book of INR 420Cr from GLCM clients in Karnataka and Hyderabad
 To maintain and enhance existing revenue streams and develop new revenue streams by identifying and selling
innovative Global Liquidity and Cash Management (GLCM) solutions to domestic and MNC clients thus
maximizing profitability and relationship depth.
 Strategize, Customise and Execute payments and receivables solutions on understanding the business and trade
cycle of the clients
 Consistently role model the Sales Manager competencies; providing guidance and coaching to other sales
managers and team members where necessary
 Instrumental in pre-sales, negotiations, documentation, implementation and integration of the deal end to end
 Co-ordinating with internal stake holder and product partners to ensure the commercials are agreed and mutually
beneficial to the bank and the client
 Ensure Global Banking and linking of the accounts of a client in various countries under one single portal
 Increase the liquidity by increase the Current Account Balances and Fixed Deposits by 15% year on year
 Work with various teams globally specifically in UK, USA, China, Japan & Europe to ensure seamless onboarding
and execution of the global deals
 Leading the ECom and IT/ITes business initiative PAN India
 Complex integration of the HSBC portal to the clients ERP
 Enhancing the relationships by providing regulatory filing and advisory
Role as VP - Portfolio Responsible for managing the largest portfolio pan India of 60 corporate clients with a turnover of up to USD 42mn to
deliver a target of generating revenue to the tune of INR 10.3cr by the end of CY 2014. Cater to clients across varied
industries such as IT/ITES, Automobile, Textile, Healthcare, Pharmaceuticals and Traders.
Client Management & Business Development - Portfolio
 Enhanced revenue by 20% through managing large business banking clients; contribute in growing the business for
global banking/large local corporate
 Initiate cross selling products/services such as trade transactions, treasury, cash management and LC bill
discounting; increase float/FDs through acquisition of new corporate clients
 Strategize to collaborate with venture capitalists to ensure routing of FDIs through the bank; convince clients to make
HSBC their sole bank based on exceptional services
INTERNAL - Shweta Taneja

2.  Liaison with business partners of clients such as law firms, chartered accountants and consultants to influence
decision making in favor of the bank
 Ensure the delicate balance between revenue generation and client services is maintained to ensure business
continuity and sustenance
 Work with various global teams and clients across UK, USA, China, Japan & Europe to generate leads and get their
Indian counterparts on board
Operations, Revenue Generation & Team Management
 Manage trade & non-trade transactions worth volume of USD 7.5mn; generate an average revenue of INR 48L M-o-
M
 Raise proposals for credit facilities up to INR 35cr; manage pre & post sanction documentation
 Train teams of up to 40 members on various banking aspects such as regulatory compliance, products & services,
client management, strategy and communication
 Received satisfactory audit reports from internal and global auditors while working as part of the global audit team for
SMEs in South India; tracked & reported AML & suspicious transactions
Accolades
 Work with Price Waterhouse Coopers in a customer engagement program to identify potential clients & to scale up
non-transacting clients; score the best RM rating pan India Y-o-Y
 Honored with written & verbal appreciation from SME clients and senior management for providing service delight in
various public forums
 Generated business by converting 65% of non-transacting clients within a span of 8 months by identifying cross sell
opportunities as Assistant Manager
 Received the first promotion within 11 months of joining, as against the mandatory tenor of 18 months
Aug 02 – Jun 06 INDUSIND BANK LIMITED - Bangalore
A Mumbai based Indian new generation bank established in 1994, it offers commercial, transactional and electronic
banking products and services.
Aug 03 – Jun 06 Junior Manager
Aug 02 – Jul 03 Management Trainee
Responsible for managing retail, HNI and NRI clients for the high volume M G Road branch. Catered to end-to-end
banking requirements of clients.
 Contributed as a part of a team to install ATMs at the key locations in Bangalore ensuring trouble free working of
the systems
 Received appreciation from the clients and senior management for adhering to and delivering exceptional service
standards
 Handled retail banking transactions pertaining to account opening, deposits, interest certificates, lockers, debit
cards, internet banking, Demat accounts, clearing, collection & cash
 Functioned as a part of the retail compliance team; tracked & reported AML & suspicious transactions
Retail Banking
 Vast exposure in handling the retail back office individually including Opening of Accounts, Recurring Deposits, Fixed
Deposits – opening, pre-closure, closure, renewals & deduction of TDS
 Instrumental in retaining High Net Worth Individual Clients on a case to case basis for the deposits  Issuing Interest
Certificate, TDS Certificates, Balance Confirmation Certificates and collection of Form 15H /Form 15G from the
customers & submission of the same to the Income Tax
 Sole decision maker on allotment of lockers, maintain of lockers & collection of locker rents
 Facilitating customers with personalized banking services like debit cards & internet banking
 Individually handle Demat Accounts
Banking Operations
 Vast exposure in Inward and Outward Clearing of MICR / Outstation cheques that includes collection/clearing and
realization/return of cheques, collection of commission and the service tax
 Individually handling the remittance department – issue/cancellation of Demand Drafts & Pay Orders, Electronic Fund
Transfers, RTGS, Issue of cheque books and collecting of TDS from the various Contractors
 Handled the Cash desk involving remittance & payments of cash and RBI reporting
 Maintaining of the On Site ATM
 Part of the retail compliance team
INTERNAL - Shweta Taneja

3. Feb 02 – Jul 02 SPACE MATRIX PRIVATE LIMITED - Bangalore Administrator
 General Administration
 Handling Accounts of the company
 Coordinating the staff requirements to the management
 Estimating the expenses & budgeting the revenues accordingly
Sep 01 – Jan 02 NATIONAL INSTITUTE FOR CAREER & CORPORATE EXCELLENCE - Bangalore
Counselor & Coordinator
EDUCATION
2006 Master of Business Administration – Finance
SYMBIOSIS CENTRE FOR DISTANCE LEARNING
2001 Bachelor of Commerce
BANGALORE UNIVERSITY Bangalore
PERSONAL Date of Birth: September 12, 1980
INTERNAL - Shweta Taneja